Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$519K Sell
2025
Q1
$1.13M Sell
2024
Q4
$1.22M Sell
2024
Q3
$1.7M Buy
2024
Q2
$1.62M Buy
2024
Q1
$1.15M Sell
2023
Q4
$1.02M Buy
2018
Q2
Sell
2018
Q1
$234K Buy
2017
Q4
$200K Buy